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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,561 | $57,590-97.3% | $86,233-98.2% | $82,448-98.1% |
| Participation rate | 80.8% | 57.9%+22.9pp | 69.0%+11.8pp | 68.1%+12.7pp |
| Annual return | 18.75% | 22.41%-3.7pp | 61.39%-42.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $497 | $1,655-70.0% | $2,504-80.2% | $2,551-80.5% |
| Participant deferral / active EE | $627 | $3,080-79.6% | $4,559-86.3% | $4,139-84.9% |
| Admin fee / account holder | $593 | $4,730-87.5% | $8,342-92.9% | $7,234-91.8% |